Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use 1031 Exchanges for Real Estate Tax Deferral
In this episode, we dive into the mechanics of Section 1031 like-kind exchanges—a tax-deferral strategy that allows wealthy families to swap investment properties without triggering capital gains taxes. Lucas walks through the strict timelines, the role of qualified intermediaries, and the recent legislative changes affecting personal property exchanges after the Tax Cuts and Jobs Act. Luna adds context with a real-world example: a family office that rolled a $45 million apartment complex into a net-leased industrial portfolio, deferring over $9 million in taxes. We also explore the risks…
The skinny
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